Filed July 21, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $31,641 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 · EIN 47-5324976 | Advisory (Participants) | $24,097 |
Service code 14 · EIN 42-1279416 | Plan Administrator | $7,455 |
Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,230 | $58,101+29.5% | $118,925-36.7% | $73,409+2.5% |
| Participation rate | 81.5% | 56.1%+25.4pp | 75.4%+6.1pp | 72.2%+9.3pp |
| Annual return | 13.47% | 20.56%-7.1pp | 35.88%-22.4pp | 59.29%-45.8pp |
| Employer contribution / active EE | $234 | $1,445-83.8% | $3,263-92.8% | $2,234-89.5% |
| Participant deferral / active EE | $3,460 | $2,400+44.2% | $4,265-18.9% | $3,805-9.1% |
| Admin fee / account holder | $93 | $138-33.0% | $6,581-98.6% | $158-41.4% |